Jean Gannett (CRD# 1809460) is an Investment Advisor Representative working at Park Place Wealth Advisors, Inc. in Orinda, CA and has over 32 years of experience in the finance industry. Jean Gannett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| California Choice- Insurance Sales | Orange, CA | May 2010 - Current | 13 |
| Park Place Wealth Advisors, Inc. | Orinda, CA | Jan 2007 - Current | 17 |
| Rental Property | Orinda, CA | Jan 1970 - Current | 54 |
| Securities America, Inc. | Orinda, CA | Dec 2016 - Nov 2023 | 6 |
| Park Place Real Estate | Orinda, CA | Jan 1985 - Aug 2018 | 33 |
| Foothill Securities, Inc. | Orinda, CA | Feb 2007 - Dec 2016 | 9 |
| Foothill Securities, Inc. Board Of Directors, Secretary | Santa Clara, CA | Mar 2008 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
- TX
-
Total Assets Under Management77MILLIONS
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Total Number of Accounts496ACCOUNTS
-
Average Account Value$155,721
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, TX
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